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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
676	AIA AIMZ Investment Advisors Los Altos, California	$78K	$0	1	0.06%	Maintained
677	CGA Crescent Grove Advisors Lake Forest, Illinois	$78K	-$85.5K	1	0.02%	Reduced
678	TD Asset Management Toronto, Ontario, Canada	$75K	+$19.1K	1	0%	Increased
679	Stephens Inc Little Rock, Arkansas	$74K	-$209K	1	0%	Reduced
680	ARTA A.R.T. Advisors New York	$73K	-$13.8M	1	1.28%	Reduced
681	CPA Court Place Advisors Ellicott City, Maryland	$71K	-$372	1	0.03%	Reduced
682	Wolverine Asset Management Chicago, Illinois	$71K	-$61.3K	1	0%	Reduced
683	BRWM B. Riley Wealth Management Memphis, Tennessee	$70K	+$35.5K	1	0.01%	Increased
684	ClearBridge Investments New York	$70K	-$71	2	0%	Reduced
685	Plancorp LLC Saint Louis, Missouri	$69K	$0	1	0.03%	Maintained
686	Cullen/Frost Bankers San Antonio, Texas	$68K	-$137K	3	0%	Reduced
687	FMP Financial Management Professionals Austin, Texas	$68K	$0	3	0.03%	Maintained
688	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$67K	-$1.88K	4	0.03%	Reduced
689	NAS Nicolet Advisory Services Green Bay, Wisconsin	$66K	+$79.7K	1	0.01%	New
690	Quantbot Technologies New York	$65K	-$1.97M	2	0.04%	Reduced
691	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$65K	+$43.6K	3	0.01%	Increased
692	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$64K	-$1.87K	1	0.02%	Reduced
693	Aspiriant LLC Los Angeles, California	$63K	+$1.64K	1	0.01%	Increased
694	FCI Financial Counselors Inc Overland Park, Kansas	$63K	-$8.65K	1	0%	Reduced
695	JP Morgan Private Wealth Advisors San Francisco, California	$63K	-$19.1K	1	0%	Reduced
696	OWA Outlook Wealth Advisors Shenandoah, Texas	$63K	+$75.4K	1	0.04%	New
697	MUFG Americas New York	$62K	+$8.92K	2	0%	Increased
698	RM Resource Management Metairie, Louisiana	$61K	-$372	1	0.01%	Reduced
699	SSB Sandy Spring Bank Olney, Maryland	$59K	$0	1	0.01%	Maintained
700	UR USCA RIA Houston, Texas	$58K	$0	1	0.01%	Maintained